Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth

Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth

Equity

Sundaram Mutual Fund

Elss (Tax Savings)

Get the latest NAV of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹32.50

▲1.4%1D

NAV as on 16 May 2025

14.89%/per year

Since Inception

Absolute Gain%

▲▼

Sundaram L/T Micro cap Tax Advantage Fund Sries III Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (16-May-25)

The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
9.28%
5.49%
-
3 Months
10.77%
10.74%
-
6 Months
-0.63%
4.13%
-
1 Year
5.76%
8.58%
-
3 Years
23.21%
17.98%
-
5 Years
36.53%
24.97%
-

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Sundaram L/T Micro cap Tax Advantage Fund Sries III
-
70Cr
1.25%
5.76%
23.21%
14.89%
SBI Long Term Equity Fund Direct Growth
3/23
28,506Cr
0.94%
11.35%
29.14%
16.76%
DSP ELSS Tax Saver Fund Direct Growth
4/23
16,638Cr
0.72%
17.2%
24.39%
18.23%
Mirae Asset ELSS Tax Saver Fund Direct Growth
7/23
24,774Cr
0.6%
12.43%
20.22%
19.46%
See all

Sundaram L/T Micro cap Tax Advantage Fund Sries III Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

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Total Corpus

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Sundaram L/T Micro cap Tax Advantage Fund Sries III Asset Allocation

See fund asset allocation details as on (13-May-25)

Fund Distribution

as on (13-May-25)

Equity 95.3%

Debt & Cash 4.8%

Small cap
87.8%
Mid cap
6.3%
Large cap
1.1%
Small Cap allocation has gone down from 89% to 87.8%
Small Cap allocation has gone down from 89% to 87.8%
Mid Cap allocation has gone down from 6.8% to 6.3%
Mid Cap allocation has gone down from 6.8% to 6.3%
Large Cap allocation has gone down from 1.3% to 1.1%
Large Cap allocation has gone down from 1.3% to 1.1%
Cash allocation has gone up from 2.9% to 4.7%
Cash allocation has gone up from 2.9% to 4.7%

Sundaram L/T Micro cap Tax Advantage Fund Sries III Sector Allocation

See fund sector allocation details as on (13-May-25)

Sector Allocation

Equity 95.3%

Debt & Cash 4.8%

Financial Services
26.1%
Industrial
23.9%
Consumer Cyclical
14.9%
Basic Materials
12.4%
Tech
7.3%
Communication
6.6%
Health
6.4%
Real Estate
2.4%

Top 3 Sectors in April were Financial Services, Industrial & Consumer Cyclical

Apr'25

Financial Services

29%

Industrial

21%

Consumer Cyclical

16%

Mar'25

Financial Services

26%

Industrial

22%

Consumer Cyclical

16%

Sundaram L/T Micro cap Tax Advantage Fund Sries III Holdings Details

as on (30-Apr-25)

Equity

Top Stocks bought last month
Multi Commodity Exchange of India Ltd's allocation increased from 6.48% to 7.2%
Multi Commodity Exchange of India Ltd's allocation increased from 6.48% to 7.2%
Sapphire Foods India Ltd's allocation increased from 4.12% to 4.79%
Sapphire Foods India Ltd's allocation increased from 4.12% to 4.79%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 3.08% to 3.67%
Ujjivan Small Finance Bank Ltd Ordinary Shares's allocation increased from 3.08% to 3.67%
Top Stocks sold last month
Safari Industries (India) Ltd's allocation decreased from 5.8 % to 5.66 %
Safari Industries (India) Ltd's allocation decreased from 5.8 % to 5.66 %
Angel One Ltd Ordinary Shares's allocation decreased from 4.47 % to 4.31 %
Angel One Ltd Ordinary Shares's allocation decreased from 4.47 % to 4.31 %
KSB Ltd's allocation decreased from 4.98 % to 4.07 %
KSB Ltd's allocation decreased from 4.98 % to 4.07 %

Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.25%
Benchmark
NIFTY Smallcap 100 PR INR
AUM₹70 Cr
Inception Date18 November, 2016
Min Lumpsum/SIP--/--
Exit Load0%
Lock In3 Years
TurnOver
8.47%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Sundaram L/T Micro cap Tax Advantage Fund Sries III

Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth is an equity fund. This fund was started on 18 November, 2016. The fund is managed by Sudhir Kedia, Rohit Seksaria. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth has ₹70 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
  2. The fund has an expense ratio 1.3.

Returns

Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth has given a CAGR return of 14.89% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.76%, 23.21% and 36.53% respectively.

Holdings

Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Basic Materials, Health, Communication, Tech, Real Estate. Its top holdings are Multi Commodity Exchange of India Ltd, Safari Industries (India) Ltd, Aster DM Healthcare Ltd Ordinary Shares, Affle 3i Ltd, Sapphire Foods India Ltd

Taxation

As it is a elss (tax savings) mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth

the investment objective of the scheme is to generate capital appreciation over a period of ten years by predominantly investing in equity and equity-related instruments of companies that can be termed as micro-cap and from income tax benefit available. For the purpose investment by the scheme ‘micro cap’ stock is defined as one whose market cap is equal to or lower than the 301stStock by market cap (after sorting the securities in the descending order of market capitalization) on the National Stock exchange of India limited, mumbai, at the time of investment. however, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 0.00. There is a lock in period for Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth of 3 Years

Fund Manager

Sudhir Kedia

Fund Manager of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth, since 1 January 2022

Rohit Seksaria

Fund Manager of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth, since 1 April 2019

Learn more about Sundaram Mutual Fund
Parameters
Apr'25
Mar'25
Feb'25
AUM
₹ 70.2 Cr
₹ 67.6 Cr
₹ 65.2 Cr
  • AUM of the fund stands at 70.2 Cr as of Apr'25
  • AUM increased by 2.6 Cr between Apr'25 and Mar'25

Frequently Asked Questions for Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth

What is the current NAV of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

The current NAV of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth is ₹32.5 as on 16-May-2025.

What are the average returns of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

Existing (Absolute + CAGR) as on 16-May-2025.
Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
9.28%
9.28%
6 Month Returns
-0.63%
-0.63%
1 Year Returns
5.76%
5.76%
3 Years Returns
87.02%
23.21%

How do I invest in Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.

What is the expense ratio of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

1.25% as on April 2025

What is net assets under management (AUM) of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

₹70 Cr as on April 2025

What are the top 5 holdings of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

Multi Commodity Exchange of India Ltd(7.2%), Safari Industries (India) Ltd(5.66%), Aster DM Healthcare Ltd Ordinary Shares(5.18%), Affle 3i Ltd(4.83%), Sapphire Foods India Ltd(4.79%) as on April 2025

What are the top 3 sectors that this Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth has invested in?

Financial Services(27.15%), Industrial(20.45%), Consumer Cyclical(15.08%) as on April 2025

What is the alpha of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

The alpha ratio for the Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth
-0.42
1.57
5.88
As on April 2025
The alpha for Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth is calculated against NIFTY Smallcap 100 PR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.

What is the beta of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth??

The Beta ratio for the Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth
0.76
0.72
0.78
As on April 2025
The Beta for Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth is calculated with NIFTY Smallcap 100 PR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.

What is the sharpe ratio of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

The sharpe ratio for the Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth
-0.32
0.59
1.36
As on April 2025
The sharpe ratio for Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth is calculated with NIFTY Smallcap 100 PR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.

What is the standard deviation of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

The standard deviation for the Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth
19.41
17.06
18.66
As on April 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.

What is the Sortino ratio of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

Sortino ratio is 0.91 as on April 2025. Sortino ratio tells the downside risk-adjusted-returns of the mutual fund.

Who is the manager of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

Sudhir Kedia, Rohit Seksaria are the fund managers of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth

What is the exit load of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth?

The Exit load of Sundaram L/T Micro cap Tax Advantage Fund Sries III Direct Growth is 0%